Sales & Marketing Archives - ¾ÅÉ« Research /research/research-topics/sales-marketing/ Insurance Whitepapers, Research, Webinars, Surveys Thu, 26 Dec 2024 22:46:06 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 101 Sales, Marketing & Agency Management Ideas 2024 /research/research/101-sales-marketing-agency-management-ideas-2024/ Mon, 19 Aug 2024 21:59:31 +0000 /research/?post_type=research&p=20547 Curated by ¾ÅÉ« editor Andrea Wells, this compilation of sales and marketing ideas has something important for you and everyone on your team. Content Marketing Strategies Ideas to Help You Find Your Niche Tips to Leverage Tech, Data & AI And much more! It’s a must-read super-list of successes, suggestions, and pearls of wisdom … more

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Curated by ¾ÅÉ« editor Andrea Wells, this compilation of sales and marketing ideas has something important for you and everyone on your team.

  • Content Marketing Strategies
  • Ideas to Help You Find Your Niche
  • Tips to Leverage Tech, Data & AI
  • And much more!

It’s a must-read super-list of successes, suggestions, and pearls of wisdom from agents, insurers, consultants, associations, vendors, CSRs, and CEOs alike. End the year strong and excel in 2025 with these great ideas in hand!

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101 Sales, Marketing & Agency Management Ideas 2023 /research/research/101-sales-marketing-management-ideas-2023/ Wed, 16 Aug 2023 23:08:14 +0000 /research/?post_type=research&p=19629 Fun ways to engage with prospective clients, tips to use AI/automation, ideas to stand out from the crowd, and ...

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Curated by ¾ÅÉ« editor Andrea Wells, this compilation of sales and marketing ideas has something important for you and everyone on your team.

  • Fun ways to engage with prospective clients
  • Tips to use artificial intelligence and automation
  • Ideas to stand out from the crowd

It’s a must-read super-list of successes, suggestions, and pearls of wisdom from agents, insurers, consultants, associations, vendors, CSRs, and CEOs alike. End the year strong and excel in 2024 with these great ideas in hand!

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101 Sales, Marketing & Agency Management Ideas 2022 /research/research/101-sales-marketing-management-ideas-2022/ Thu, 01 Sep 2022 22:02:44 +0000 /research/?post_type=research&p=18572 Curated by ¾ÅÉ« editor Andrea Wells, this compilation of sales and marketing ideas has something important for you and everyone on your team. Fun ways to engage with prospective clients Tips to automate marketing and boost email results Ideas to stand out from the crowd and raise your chances of “going viral” It’s a … more

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Curated by ¾ÅÉ« editor Andrea Wells, this compilation of sales and marketing ideas has something important for you and everyone on your team.

  • Fun ways to engage with prospective clients
  • Tips to automate marketing and boost email results
  • Ideas to stand out from the crowd and raise your chances of “going viral”

It’s a must-read super-list of successes, suggestions, and pearls of wisdom from agents, insurers, consultants, associations, vendors, CSRs, and CEOs alike. End the year strong and excel in 2023 with these great ideas in hand!

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101 Sales, Marketing & Agency Management Ideas 2021 /research/research/2021-101-sales-marketing-management-ideas/ Tue, 08 Feb 2022 14:35:06 +0000 /research/?post_type=research&p=17999 You’ll learn what it means to “Show the Problem-Solving”…why “Taking Yourself Out of the Sale” works… how to ” Be Visible in a Positive Light” and 98 other pearls of wisdom, included in this year’s compilation of sales and marketing tips gathered by our editor, Andrea Wells. From the successes of agents, insurers and consultants, … more

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You’ll learn what it means to “Show the Problem-Solving”…why “Taking Yourself Out of the Sale” works… how to ” Be Visible in a Positive Light” and 98 other pearls of wisdom, included in this year’s compilation of sales and marketing tips gathered by our editor, Andrea Wells.

From the successes of agents, insurers and consultants, CSRs and CEOs, ¾ÅÉ« magazine readers, staff and website visitors, vendors, associations and more, there’s a take away for you and everyone on your team.

Excel in 2022 with these great tips in hand!

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Professional Liability Directory 2021 /research/research/2021-professional-liability-directory/ Tue, 21 Sep 2021 11:08:55 +0000 /research/?post_type=research&p=16055 We’ve compiled this directory of professional liability providers to assist independent agents and brokers in their search for markets. In today’s highly litigious world, professional liability coverages have become critical insurance for many businesses. This directory has been designed to serve as a quick reference guide that allows users to locate carriers, wholesale brokers and … more

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We’ve compiled this directory of professional liability providers to assist independent agents and brokers in their search for markets. In today’s highly litigious world, professional liability coverages have become critical insurance for many businesses.

This directory has been designed to serve as a quick reference guide that allows users to locate carriers, wholesale brokers and managing general agencies offering professional liability coverage.

The information published in this directory was submitted directly by the providers and includes their contact information, Web site and states where coverage is available.

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¾ÅÉ«’s Top 100 Independent Property/Casualty Agencies List 2021 /research/research/2021-insurance-journals-top-100-independent-property-casualty-agencies-list/ Wed, 28 Jul 2021 20:15:57 +0000 /research/?post_type=research&p=17579 Now in its 17th addition, the Top 100 list is ranked by total property/casualty 2020 agency revenue and comprises only those agencies whose business is primarily retail, not wholesale.  This download also includes: Top 20 Banks in Insurance Brokerage Fee Income Top 20 Bank Holding Companies in Insurance Brokerage Fee Income We thank SmartChoice for … more

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Now in its 17th addition, the Top 100 list is ranked by total property/casualty 2020 agency revenue and comprises only those agencies whose business is primarily retail, not wholesale.  This download also includes:

  • Top 20 Banks in Insurance Brokerage Fee Income
  • Top 20 Bank Holding Companies in Insurance Brokerage Fee Income

We thank SmartChoice for making these lists free to our audience!

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101 Sales, Marketing & Agency Management Ideas 2020 /research/research/2020-101-sales-marketing-management-ideas/ Fri, 18 Dec 2020 21:16:02 +0000 /research/?post_type=research&p=17100 You’ll learn what it means to “Let Data Guide You”…why “Building Authentic Connections” works… how to “Be More”  and over 115 other pearls of wisdom, included in this year’s compilation of sales and marketing tips gathered by our editor, Andrea Wells.  (Andrea had so many great submissions this year, we added a bonus section!) From … more

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You’ll learn what it means to “Let Data Guide You”…why “Building Authentic Connections” works… how to “Be More”  and over 115 other pearls of wisdom, included in this year’s compilation of sales and marketing tips gathered by our editor, Andrea Wells.  (Andrea had so many great submissions this year, we added a bonus section!)

From the successes of agents, insurers and consultants, CSRs and CEOs, ¾ÅÉ« magazine readers, staff and website visitors, vendors, associations and more,  there’s a take away for you and everyone on your team.

Head into 2021 with these great tips in hand!

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Erosion of Price Influence…The Agent’s Dilemma /research/research/pricing-is-dead-long-live-pricing-to-succeed-you-must-learn-to-adapt/ Thu, 21 Nov 2019 13:58:58 +0000 /research/?post_type=research&p=16207 “Your influence on pricing is going to be eroded to the point where, on most accounts, it’s just going to go away….” states Frank Pennachio, in his report on the changing role of independent agents.  This engaging report will cover: What’s driving agents’ eroding influence on pricing? What’s the future role of underwriting and loss … more

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“Your influence on pricing is going to be eroded to the point where, on most accounts, it’s just going to go away….” states Frank Pennachio, in his report on the changing role of independent agents.  This engaging report will cover:

  • What’s driving agents’ eroding influence on pricing?
  • What’s the future role of underwriting and loss prevention?
  • What’s the future role of the agent?

Frank Pennachio brings over 30 years of experience to the following topics in this 34-page report.

This webinar transcript is presented by Frank Pennachio of the Big “I” Virtual University.  

Frank Pennachio has spent 30 years leveraging his Workers’ Compensation knowledge and teaching insurance agents how to market and manage Workers’ Compensation programs. Before its evolution to Oceanus Partners, Frank co-founded The WorkComp Advisory Group in 2009, to help independent insurance agents implement a consultative approach to win business by competing on value. Frank is an expert in the technical elements of workers’ compensation, emphasizing the need for agents to understand all aspects of protecting an employers’ workforce in order to provide true value.

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Doing Business Face to Face Will Never Go Out of Style /research/research/doing-business-face-to-face-will-never-go-out-of-style/ Mon, 18 Nov 2019 15:00:46 +0000 /research/?post_type=research&p=16164 Combat the notion that buying direct online is easy and efficient.  Many policyholders don’t understand the limitations of standard policies or what additional coverage they may need, until it’s too late.  Read, “Doing Business Face to Face Will Never Go Out of Style” for ways to convey your value, as an independent agent, in this … more

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Combat the notion that buying direct online is easy and efficient.  Many policyholders don’t understand the limitations of standard policies or what additional coverage they may need, until it’s too late.  Read, “Doing Business Face to Face Will Never Go Out of Style” for ways to convey your value, as an independent agent, in this highly competitive environment.

You’ll hear directly from Steve Spray, Chief Insurance Officer of The Cincinnati Insurance Company, about his view that while technology will continue to advance and make our lives and businesses more efficient, it’s the personal relationships between agents and their clients, and agents and their carriers that bring success to all parties.

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Contractors Protective Professional Indemnity: Filling Gaps You Didn’t Even Know You Had /research/research/contractors-protective-professional-indemnity-filling-gaps-you-didnt-even-know-you-had/ Tue, 08 Oct 2019 18:33:03 +0000 /research/?post_type=research&p=16107 Take an in-depth look at Contractor Protective Professional Indemnity Policies (CPPI).  This guide will review common contractor coverages, limitations, exclusions, and gaps specifically in the Commercial General Liability (CGL) policy. Overview of this guide: Contractor coverage, limitations & gaps Contractor “professional”exposures CPPI coverage possibilities CPPI coverages & conditions Who needs a CPPI This webinar transcript … more

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Take an in-depth look at Contractor Protective Professional Indemnity Policies (CPPI).  This guide will review common contractor coverages, limitations, exclusions, and gaps specifically in the Commercial General Liability (CGL) policy.

Overview of this guide:

  • Contractor coverage, limitations & gaps
  • Contractor “professional”exposures
  • CPPI coverage possibilities
  • CPPI coverages & conditions
  • Who needs a CPPI

This webinar transcript is presented by Chris Boggs of the Big “I” Virtual University.  

Christopher J. Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA, CRIS, AINS

Executive Director, Big I Virtual University

Chris Boggs is the Executive Director of the Independent Insurance Agents and Brokers of America (Big “I”) Virtual University. His current duties involve researching, writing, and teaching property and casualty insurance coverages and concepts to Big “I” members and others in the insurance industry. During his career, Boggs has authored more than 1,000 insurance and risk management-related articles on a wide range of topics as diverse as Credit Default Swaps, the MCS-90, and enterprise risk management. In addition to this, Boggs has written 15 insurance and risk management books.

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Business Income: The Key Concepts for Business Income Excellence /research/research/business-income-the-key-concepts-for-business-income-excellence/ Tue, 08 Oct 2019 14:47:17 +0000 /research/?post_type=research&p=16105 Build a deeper understanding of business income. Overview of what you will learn: Four Key Business Income Concepts Major Business Income Policy Provisions Calculating Coinsurance, Period of Restoration and Coverage Calculating Coverage Amounts   This webinar transcript is presented by Chris Boggs of the Big “I” Virtual University.   Christopher J. Boggs, CPCU, ARM, ALCM, LPCS, … more

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Build a deeper understanding of business income.

Overview of what you will learn:

  • Four Key Business Income Concepts
  • Major Business Income Policy Provisions
  • Calculating Coinsurance, Period of Restoration and Coverage
  • Calculating Coverage Amounts

 

This webinar transcript is presented by Chris Boggs of the Big “I” Virtual University.  

Christopher J. Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA, CRIS, AINS

Executive Director, Big I Virtual University

Chris Boggs is the Executive Director of the Independent Insurance Agents and Brokers of America (Big “I”) Virtual University. His current duties involve researching, writing, and teaching property and casualty insurance coverages and concepts to Big “I” members and others in the insurance industry. During his career, Boggs has authored more than 1,000 insurance and risk management-related articles on a wide range of topics as diverse as Credit Default Swaps, the MCS-90, and enterprise risk management. In addition to this, Boggs has written 15 insurance and risk management books.

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Business Income: Are You Sure You Protected All of the Insurable Income? /research/research/business-income-are-you-sure-you-protected-all-of-the-insurable-income/ Mon, 07 Oct 2019 19:38:04 +0000 /research/?post_type=research&p=16101 What makes business income the most important property coverage? How best to protect your clients against the risk of being uninsured or underinsured on their business income? What is business income exposure? Download this 55-page guide to learn: the three key business income concepts how to conquer the business income worksheet the difference between insurable … more

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What makes business income the most important property coverage? How best to protect your clients against the risk of being uninsured or underinsured on their business income? What is business income exposure?

Download this 55-page guide to learn:

  • the three key business income concepts
  • how to conquer the business income worksheet
  • the difference between insurable and compensable business income
  • an explanation of the two loss periods

This webinar transcript is presented by Chris Boggs of the Big “I” Virtual University.  

Christopher J. Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA, CRIS, AINS

Executive Director, Big I Virtual University

Chris Boggs is the Executive Director of the Independent Insurance Agents and Brokers of America (Big “I”) Virtual University. His current duties involve researching, writing, and teaching property and casualty insurance coverages and concepts to Big “I” members and others in the insurance industry. During his career, Boggs has authored more than 1,000 insurance and risk management-related articles on a wide range of topics as diverse as Credit Default Swaps, the MCS-90, and enterprise risk management. In addition to this, Boggs has written 15 insurance and risk management books.

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2019 Executive Education Directory /research/research/2019-education-directory/ Mon, 09 Sep 2019 20:44:19 +0000 /research/?post_type=research&p=16070 Our Education Directory brings you a list of carefully selected programs tailored for the c-suite and senior level management of your organization.  These courses focus on: Leading transformational change Developing leadership skills that are intentional, strategic, authentic Expanding expertise in digital, cyber, compliance and innovative strategy And much more to embark upon the personal development … more

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Our Education Directory brings you a list of carefully selected programs tailored for the c-suite and senior level management of your organization.  These courses focus on:

  • Leading transformational change
  • Developing leadership skills that are intentional, strategic, authentic
  • Expanding expertise in digital, cyber, compliance and innovative strategy

And much more to embark upon the personal development leaders seek today.

You can spend hours researching courses to meet your need, or save time by downloading this highly selective guide now.

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101 Sales, Marketing & Agency Management Ideas 2019 /research/research/2019-101-sales-marketing-management-ideas/ Thu, 05 Sep 2019 14:13:39 +0000 /research/?post_type=research&p=16052 You’ll learn what it means to “Love Your Enemy”…why “W.O.M. Marketing Works”…and how to give “Bed on Wheels” a try… … along with 98 other pearls of wisdom, included in this year’s compilation of sales and marketing tips gathered by our editor, Andrea Wells. From the successes of agents, insurers and consultants, CSRs and CEOs, … more

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You’ll learn what it means to “Love Your Enemy”…why “W.O.M. Marketing Works”…and how to give “Bed on Wheels” a try…

… along with 98 other pearls of wisdom, included in this year’s compilation of sales and marketing tips gathered by our editor, Andrea Wells.

From the successes of agents, insurers and consultants, CSRs and CEOs, ¾ÅÉ« magazine readers and website visitors, there’s a take away for you and everyone on your team. The thoughts of The Institutes, InsuranceHub, Burand & Associates, National Association for Advancement of Women in Insurance and more are captured in this year’s enlightening list!

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The State of Auto Insurance 2019 /research/research/the-state-of-auto-insurance-2019/ Mon, 29 Apr 2019 16:15:41 +0000 /research/?post_type=research&p=15848 We thank The Zebra for sharing this report, which is based upon the analysis of more than 61 million car insurance rates. The report examines how dozens of risk factors affect pricing, what trends are causing rates to skyrocket or plummet, and where that’s happening nationwide. The appendix includes state specific premium information and year … more

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We thank The Zebra for sharing this report, which is based upon the analysis of more than 61 million car insurance rates. The report examines how dozens of risk factors affect pricing, what trends are causing rates to skyrocket or plummet, and where that’s happening nationwide.

The appendix includes state specific premium information and year over year rate changes.

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